Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.6B
AUM Growth
+$7.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,558
New
Increased
Reduced
Closed

Top Buys

1
+$91M
2
+$90.7M
3
+$58M
4
MSFT icon
Microsoft
MSFT
+$56.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$51.4M

Top Sells

1
+$236M
2
+$109M
3
+$76.5M
4
DLR icon
Digital Realty Trust
DLR
+$59.1M
5
MBB icon
iShares MBS ETF
MBB
+$46.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 11.33%
3 Financials 9.34%
4 Industrials 8.68%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$1.79M ﹤0.01%
148,551
+51,787
1702
$1.79M ﹤0.01%
102,685
-44,922
1703
$1.78M ﹤0.01%
32,630
+459
1704
$1.78M ﹤0.01%
5,806
+14
1705
$1.78M ﹤0.01%
15,107
+3,474
1706
$1.78M ﹤0.01%
81,584
+28,540
1707
$1.77M ﹤0.01%
17,273
-15,124
1708
$1.77M ﹤0.01%
+189,181
1709
$1.77M ﹤0.01%
305,515
-10,876
1710
$1.77M ﹤0.01%
68,972
+19,772
1711
$1.76M ﹤0.01%
32,019
+13,573
1712
$1.76M ﹤0.01%
14,734
+610
1713
$1.76M ﹤0.01%
336,019
-11,596
1714
$1.76M ﹤0.01%
14,961
+1,771
1715
$1.76M ﹤0.01%
20,179
+1,540
1716
$1.75M ﹤0.01%
125,531
+3,108
1717
$1.75M ﹤0.01%
38,924
+739
1718
$1.75M ﹤0.01%
66,895
+12,986
1719
$1.75M ﹤0.01%
58,465
-174
1720
$1.75M ﹤0.01%
10,775
-3,558
1721
$1.75M ﹤0.01%
33,742
-694
1722
$1.74M ﹤0.01%
268,635
-22,558
1723
$1.74M ﹤0.01%
399,710
+187,546
1724
$1.74M ﹤0.01%
402,064
-155,588
1725
$1.74M ﹤0.01%
70,862
+3,776
67 68
69
70 71